Physician Wealth Advisors, Inc.
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1795173
MIDVALE, UT
Position in PFSI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$696
-$1,545 QoQ
Shares Held
8
-52.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 228 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $7,949 across 4 Mortgage Finance names. PFSI ranks #4 (8.8% of the industry book) .
All Filings in PFSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696 | 8 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $2,241 | 17 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,238 | 10 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,494 | 15 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||